If you’ve ever tried wrangling Salesforce reports for large datasets, you know it’s no walk in the park. Between complex filters, multiple objects, and the constant worry of performance issues, reporting in Salesforce can feel like running a marathon in flip-flops. That’s where DataArchiva steps in, turning the chaos of SFDC data reports into smooth, actionable insights without breaking a sweat.
Whether you’re pulling simple tabular reports or running advanced dashboards, DataArchiva helps you access, archive, and analyze your Salesforce data effortlessly, making your life as a Salesforce admin (or decision-maker) way easier.
Report Types in Salesforce
In Salesforce, report types define the framework for building reports by determining which records and fields will be available for reporting. Think of them as a template that controls what data you can pull into your report.
There are two main categories:
- Standard Report Types – Automatically created by Salesforce for all standard and custom objects. These include the most commonly used object relationships, making it easy to get started.
- Custom Report Types – Created by admins when standard ones don’t meet business needs. They allow you to define object relationships, include/exclude specific fields, and build more tailored reports.
By choosing the right Salesforce report type, users ensure they’re analyzing the correct data set and gaining insights that truly matter for decision-making.
Challenges in Salesforce Reporting
Even with Salesforce’s powerful reporting engine, large orgs face real challenges:
- Slow performance with huge datasets: Running SFDC reports on millions of records can take forever.
- Complex filters and criteria: Want a report filtered by multiple fields? Standard methods make you click through hundreds of records in the “Find” module, one by one.
- Date hassles: Managing Salesforce report relative date filters or a specific date range in Salesforce reports isn’t always intuitive.
- Export struggles: Pulling data into Excel (Excel gets data from a Salesforce report) can get messy when working with archived or historical data.
And the truth? Most enterprises retain massive amounts of Salesforce data either because of compliance or because every record has business value. But more data often means more headaches, unless you have the right tools.
How to Use Standard Reports & Dashboards with Big Objects?
How DataArchiva Simplifies Salesforce Reporting
- Fetch data easily: Pick any object and select the fields you want in your report. Want to see only certain records? Use multiple criteria to filter your data.
- Export with ease: Generate Salesforce reports and export directly to Excel or CSV, no tedious manual clicks.
- Unified live and archived data: DataArchiva brings together active and archived Salesforce records, so your BI tools or reporting dashboards always have the full picture.
- Pre-built dashboards: Instantly access ready-made dashboards showing archived records, backup jobs, storage usage, and restore activities. Filter by object, user, or time period.
- Customizable reports: Build your own reports on archived data, backups, metadata, or logs, just like normal Salesforce reporting.
- Audit & compliance logs: Every backup, restore, or archiving action is logged and reportable. Want to know who did what and when? Done. Perfect for HIPAA, GDPR, or SOX audits.
- Operational insights: Track success/failure of backup or restore jobs, granular restores, and even RTO/RPO metrics to measure your disaster recovery readiness.
- Monitor storage & performance: Reports show storage savings, cost optimization, and data growth trends, helping admins forecast needs and adjust retention policies.
Essentially, DataArchiva keeps everything inside Salesforce, giving you a native reporting experience while making sure nothing slips through the cracks.
A Real-World Use Case: Proving Compliance with DataArchiva
Imagine a healthcare company that needs to retain patient data for 7 years and demonstrate audit compliance. Here’s how DataArchiva’s archiving reports make life simple:
Archiving & Retention Reports
- Old Salesforce data is archived to a cost-effective external database (via Big Objects).
- Reports show exactly which records were archived, the retention policies applied, and their accessibility for compliance audits.
- Admins can instantly prove 100% accessibility to archived records without bloating Salesforce storage.
Restore Activity Reports (Granular Access to Archived Data)
- When specific historical records are needed, DataArchiva logs which archived records were accessed or restored, who accessed them, and how long it took.
- Provides measurable RTO and RPO metrics for audits, even for archived data.
Audit Trails & Access Control Reports
- Every archiving action, as well as access to archived records, is logged with user details.
- Generate a report instantly to show only authorized personnel who accessed sensitive patient data. HIPAA? Check. GDPR? Check.
Outcome:
- Compliance reports are submitted in minutes instead of days.
- Regulatory penalties avoided.
- Leadership gains confidence knowing Salesforce data archiving and accessibility are fully transparent and audit-ready.
Global Pharma Leader Relmagines Next-gen Data Management Experience 3 Veeva Orgs with Enterprise Archiving
Tips for Better Salesforce Reports with DataArchiva
Even with DataArchiva making life easier, there are a few reporting tricks worth knowing:
- Date formats: Customize date range in Salesforce reports to match business needs.
- Grouping by month: Want to analyze trends over time? Group dates by month in Salesforce report for clarity.
- Use filters smartly: Combine multiple criteria in your report filter tab to drill down into exactly the data you want.
- Export efficiently: Generate Excel or CSV files straight from your SFDC data reports, no manual searching.
Why DataArchiva is a Game-Changer
At the end of the day, DataArchiva isn’t just about storing data; it’s about empowering smarter decisions with faster, cleaner Salesforce reporting.
- Faster dashboards and reports
- Unified access to live and archived data
- Compliance-ready reporting for HIPAA, GDPR, SOX
- Cost optimization and storage management insights
- Transparent operational metrics for backup, restore, and archive
FAQs
In DataArchiva-powered reporting, you can customize date formats directly within the report builder, ensuring your data displays consistently.
Use the group-by function in your report setup. DataArchiva ensures both live and archived data are included seamlessly.
Absolutely. DataArchiva brings archived records into your Salesforce reports, so you can analyze historical data without extra work.
DataArchiva is about empowering smarter decisions with faster, cleaner Salesforce reporting.
